SouthState (SSB) came out with quarterly earnings of $2.15 per share, beating the Zacks Consensus Estimate of $1.43 per share. This compares to earnings of $1.58 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of 50.35%. A quarter ago, it was expected that this bank holding company would post earnings of $1.73 per share when it actually produced earnings of $1.93, delivering a surprise of 11.56%. Over the last four quarters, th ...

Upstart Holdings, Inc. (UPST) shares have plunged 20% over the past month and underperformed the Zacks Financial - Miscellaneous Services industry, which is down 10%. UPST stock has also underperformed other fintech competitors, including SoFi Technologies (SOFI) , LendingClub (LC) and Enova International (ENVA) . UPST One-Month Price Return Performance This steep decline raises the question: Should investors cut their losses and exit, or is the stock worth holding onto? While the near-term headwinds are re ...

Core Insights - Moody's reported quarterly earnings of $3.83 per share, exceeding the Zacks Consensus Estimate of $3.56 per share, and up from $3.37 per share a year ago, representing an earnings surprise of 7.58% [1] - The company achieved revenues of $1.92 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.29%, compared to $1.79 billion in the same quarter last year [2] - Moody's shares have declined approximately 12.7% year-to-date, slightly underperforming the S&P 500's decline of 12.3% [3] Earnings Outlook - The future performance of Moody's stock will largely depend on management's commentary during the earnings call and the revisions of earnings estimates [3][4] - The current consensus EPS estimate for the upcoming quarter is $3.60, with expected revenues of $1.89 billion, and for the current fiscal year, the EPS estimate is $13.77 on revenues of $7.46 billion [7] Industry Context - The Financial - Miscellaneous Services industry, to which Moody's belongs, is currently ranked in the top 30% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Empirical research suggests a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]

The market expects Lazard (LAZ) to deliver a year-over-year decline in earnings on lower revenues when it reports results for the quarter ended March 2025. This widely-known consensus outlook is important in assessing the company's earnings picture, but a powerful factor that might influence its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on April 25, 2025, might help the stock move higher if these key numbers are better th ...

Company Overview - SouthState (SSB) is expected to report earnings for the quarter ended March 2025 on April 24, 2025, with a consensus EPS estimate of $1.43, reflecting a year-over-year decline of 9.5% [3] - Revenue is anticipated to be $604.47 million, which represents a significant increase of 45.5% compared to the same quarter last year [3] Earnings Expectations - The consensus EPS estimate has remained unchanged over the last 30 days, indicating stability in analyst expectations [4] - The Most Accurate Estimate for SouthState is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -23.21%, suggesting a bearish outlook from analysts [10] Historical Performance - SouthState has a history of beating consensus EPS estimates, having done so in the last four quarters, with the most recent surprise being +11.56% when it reported earnings of $1.93 against an expectation of $1.73 [12][13] Industry Comparison - In the Zacks Financial - Miscellaneous Services industry, Virtu Financial (VIRT) is expected to report earnings of $1.14 per share for the same quarter, indicating a year-over-year increase of 50% [17] - Virtu Financial's revenue is projected to be $460.2 million, up 25.4% from the previous year [17] - Despite a recent 2.3% downward revision in the consensus EPS estimate for Virtu Financial, a higher Most Accurate Estimate has resulted in a positive Earnings ESP of 3.08%, suggesting a likely earnings beat [18]

Company Performance - Coinbase Global, Inc. (COIN) closed at $176.58, with a daily increase of +0.62%, underperforming the S&P 500's gain of 0.79% [1] - Over the past month, COIN's stock has decreased by 4.16%, compared to the Finance sector's loss of 2.86% and the S&P 500's loss of 3.56% [1] Upcoming Earnings - The earnings report for Coinbase Global, Inc. is anticipated on May 8, 2025, with projected earnings of $2.18 per share, reflecting a year-over-year growth of 32.12% [2] - Revenue is expected to reach $2.27 billion, indicating a 38.51% increase compared to the same quarter last year [2] Annual Estimates - For the annual period, Zacks Consensus Estimates predict earnings of $7.16 per share and revenue of $8.28 billion, representing changes of -5.79% and +26.15% respectively from the previous year [3] Analyst Forecasts - Recent revisions to analyst forecasts for Coinbase Global, Inc. are important as they indicate shifts in near-term business trends, with positive changes suggesting analyst optimism regarding the company's performance [4] Zacks Rank - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), shows that COIN currently holds a Zacks Rank of 1 (Strong Buy), with a historical average annual gain of +25% for 1 stocks since 1988 [6] - The Zacks Consensus EPS estimate for COIN has increased by 2.53% in the past month [6] Valuation Metrics - Coinbase Global, Inc. has a Forward P/E ratio of 24.53, which is a premium compared to its industry's Forward P/E of 8.74 [7] - The company also has a PEG ratio of 9.15, while the Financial - Miscellaneous Services industry has an average PEG ratio of 0.9 [7] Industry Overview - The Financial - Miscellaneous Services industry, part of the Finance sector, holds a Zacks Industry Rank of 47, placing it in the top 19% of over 250 industries [8] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [8]

Company Performance - Applied Digital Corporation reported a quarterly loss of $0.16 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.11, and an improvement from a loss of $0.52 per share a year ago [1] - The company posted revenues of $52.92 million for the quarter ended February 2025, missing the Zacks Consensus Estimate by 16.75%, but showing an increase from $43.35 million in the same quarter last year [2] - Over the last four quarters, the company has surpassed consensus EPS estimates only once [2] Stock Movement and Outlook - Applied Digital Corporation shares have declined approximately 30.8% since the beginning of the year, compared to a decline of 8.8% for the S&P 500 [3] - The company's earnings outlook is mixed, with current consensus EPS estimates at -$0.11 on revenues of $77.43 million for the upcoming quarter and -$0.96 on revenues of $252.89 million for the current fiscal year [7] Industry Context - The Financial - Miscellaneous Services industry, to which Applied Digital Corporation belongs, is currently ranked in the top 19% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8]

Company Overview - MidCap Financial Investment (MFIC) shares increased by 11.8% to close at $11.70, following a notable trading volume compared to typical sessions, despite a 15.7% loss over the past four weeks [1] - The company benefits from a strong brand reputation, diversified product portfolio, and established customer relationships, which support premium pricing and customer loyalty [2] Financial Performance - MidCap Financial is expected to report quarterly earnings of $0.39 per share, reflecting an 11.4% decrease year-over-year, while revenues are projected to be $84.27 million, representing a 23.3% increase from the previous year [3] - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Context - MidCap Financial is part of the Zacks Financial - Miscellaneous Services industry, where Atlanticus Holdings Corporation (ATLC) also operates, having seen a 13.2% increase in its stock price recently [4] - Atlanticus has a consensus EPS estimate that has increased by 20% over the past month, indicating a positive outlook compared to the previous year [5]

Group 1 - StepStone Group Inc. (STEP) shares rose 14.8% to $48.74, following a significant trading volume, contrasting with a 16.6% loss over the past four weeks [1][2] - The increase in share price was influenced by the Trump administration's announcement of a 90-day halt on reciprocal tariffs for most countries [2] - StepStone leverages global scale, local teams, multi-asset class expertise, and proprietary data platforms to provide customized solutions, enhancing investment performance [2] Group 2 - The company is expected to report quarterly earnings of $0.47 per share, reflecting a year-over-year increase of 42.4%, while revenues are projected at $237.41 million, down 33.5% from the previous year [3] - The consensus EPS estimate for StepStone has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without earnings estimate revisions [4] - StepStone Group holds a Zacks Rank of 2 (Buy), indicating positive market sentiment [4] Group 3 - StepStone Group is part of the Zacks Financial - Miscellaneous Services industry, which includes Greystone Housing Impact Investors (GHI) [4] - GHI's consensus EPS estimate has decreased by 29.2% over the past month, with a year-over-year change of -61.9%, and it currently holds a Zacks Rank of 3 (Hold) [5]

PJT Partners (PJT) shares soared 8.5% in the last trading session to close at $136.07. The move was backed by solid volume with far more shares changing hands than in a normal session. This compares to the stock's 11.9% loss over the past four weeks.PJT Partners’ stock experienced a price rise following the Trump administration’s announcement of a temporary halt of 90 days on reciprocal tariffs for most countries. Additionally, PJT excels as a premier, global advisory-focused investment bank, driven by a yo ...